Alexandro Arista, financial advisor San Diego CA
93 score

Alexandro Arista

CRD Number: 5442061
Current Firm: Snowden Capital Advisors LLC

Alexandro Arista (CRD# 5442061) is an Investment Advisor Representative working at Snowden Capital Advisors LLC in San Diego, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Snowden Lane Partners San Diego, CA Feb 2016 - Current < 1
Bank Of America, N.a. San Diego, CA Feb 2011 - Feb 2016 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego, CA Oct 2007 - Feb 2016 8
Prudential Financial Mexico, Jul 2004 - Sep 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Alexandro Arista
Phone Number: 646-218-9760
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    926
    MILLIONS
  • Total Number of Accounts
    1,819
    ACCOUNTS
  • Average Account Value
    $509,101
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, NH, NJ, NV, NY, OH, PA, TN, TX, UT, VA, VT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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